Strategic Intelligence

Netflix reverses its subscriber slump, but tough streaming winter lies ahead, says GlobalData

Following the news that Netflix added 2.4 million subscribers in the third quarter of 2022, causing shares to surge 14% in after-hours trading; Francesca Gregory, Thematic Intelligence Analyst at GlobalData, a leading data and analytics company, offers her view: “Netflix’s latest results break the narrative of a subscriber slump and market saturation, thanks in part […]

ASML results highlight costs and risks of US bans on chip technology exports to China, says GlobalData

Following the news that ASML reported strong Q3 2022 results; Josep Bori, Thematic Research Director at GlobalData, a leading data and analytics company, offers his view: “ASML’s solid Q3 2022 results are creditable given the current sector backdrop. However, they also highlight the costs and risks of the US bans on chip technology exports to […]

Strategic Intelligence

Tesla’s early investment in key themes has left it one step ahead of competitors, says GlobalData

Following the release of Tesla’s Q3 earnings; Daniel Clarke and Amalia Maiden, analysts on the Thematic Intelligence team at GlobalData, a leading data and analytics company, offer their view: Clarke comments: “Despite Elon Musk’s Twitter distractions, Tesla has been fixated on idenitifying and mitigating disruptive themes in the automotive sector. That’s why its results show […]

Strategic Intelligence

India’s digital currency bold attempt to combat cryptocurrency uncertainties, says GlobalData

The Reserve Bank of India’s (RBI) decision to launch digital currency (e₹) or central bank digital currency (CBDC) is a bold attempt to combat the growing uncertainty around cryptocurrencies in India and to internationalize the country’s currency, says GlobalData, a leading data and analytics company. India is following China, which is also testing its digital […]

Strategic Intelligence

Infosys should focus on themes like future of work, metaverse to ensure long-term success, says GlobalData

Following the release of Q2 results by India-based multinational information technology company Infosys; Suneet Muru, Analyst at Thematic Intelligence Team at GlobalData , a leading data and analytics company, offers his view: “Infosys must continue to grow its deal pipeline and reinforce its dominance in key IT services themes like cloud, robotic process automation (RPA), […]

Strategic Intelligence

TSMC results irrelevant, as US ban on chip technology exports to China will define semiconductor sector in 2023, says GlobalData

Following the news that TSMC reported strong Q3 2022 results; Josep Bori, Thematic Research Director at GlobalData, offers his view: “TSMC’s strong Q3 2022 results could earn it the ‘last man standing’ moniker given the current sector backdrop. From the Intel and Nvidia profit warnings to more recent negative outlooks from Samsung, AMD, Kioxia, and […]

Strategic Intelligence

The Meta-Microsoft partnership will fuel the metaverse’s mainstream adoption, says GlobalData

Following the announcement that Meta and Microsoft are partnering on the metaverse, the future of work, and gaming; Rachel Foster Jones, Analyst on the Thematic Intelligence team at GlobalData, a leading data and analytics company, offers her view: “Meta and Microsoft’s shared enterprise-metaverse ambitions are driving this partnership. Meta is in a strong position with its virtual reality […]

Strategic Intelligence

Employees have an opportunity to redefine how they work, but challenges lie ahead, says GlobalData

As companies are forced to improve wages and career development opportunities due to the so-called Great Resignation, which began in early 2021, employees are in a stronger position than they have been for years, says GlobalData. However, the leading data and analytics company notes that talent scarcity and the volume of unfilled vacancies risk accelerating […]

Strategic Intelligence

56% of world’s energy to be generated in APAC region by 2030, says GlobalData

APAC energy generation to rise 3.9% every year between 2022 and 2030 APAC region has significant potential when it comes to renewable energy, but high energy demands traditionally lead to greater reliance on coal Worldwide energy generation to reach 35PWh by 2030, with 49% generated from renewable or low carbon sources APAC region expected to […]

Strategic Intelligence

Space infrastructure boom expected by 2030 as countries battle for geopolitical dominance and companies seek first-mover advantage, says GlobalData

Despite some teething problems at NASA, there will be a boom in space infrastructure such as space stations by 2030, according to GlobalData, a leading data and analytics company. Artemis I fuel leak may undermine confidence but market on track by 2030 While the trials and tribulations of NASA’s Artemis I moon mission will undermine […]

Strategic Intelligence

Healthcare providers need to step up investment in medical robots to cope with growing demand for hospital beds and workforce, says GlobalData

The share of people aged over 65 years in the global population is expected to increase from 9.6% in 2020 to 11.8% in 2030, according to GlobalData, placing additional strain on already stretched healthcare infrastructure. The leading data and analytics company notes that healthcare providers will need to increase investment in medical robots such as […]

Strategic Intelligence

Tech-enabled farming to comprise self-regulated ‘smart crops’ by 2030, says GlobalData

Climate change and population growth will drive the need for ‘smart’ crops to meet food demands, according to GlobalData. The leading data and analytics company notes that the huge amount of data that would be needed to ensure the highest crop efficiency will lead to greater automation in farming by 2030. Fourth agricultural revolution brings […]

Strategic Intelligence

Banking will be centered around the smartphone by 2030 as all countries become functionally cashless, says GlobalData

All countries will be functionally cashless by 2030, according to GlobalData. The leading data and analytics company notes that even developing nations in Asia and Africa are jumping straight from physical cash to mobile payments. $140 trillion worth of transactions made by mobile wallets by 2030 This prediction came about as part of GlobalData’s latest […]

Strategic Intelligence

Online shopping trend to completely change how we shop at physical stores by 2030, predicts GlobalData

People love the convenience of shopping online, and experts at GlobalData believe that, by 2030, this will have an even greater impact on the high street than we see today. The leading data and analytics company predicts that stores will focus on ‘customer experiences’, which includes increased personalization of products; malls becoming ‘entertainment centers’ alongside […]

Strategic Intelligence

Lithium shortages to severely stall advanced electric transport projects such as flying taxis, says GlobalData

Electric vehicle (EV) production is demanding high numbers of lithium-ion batteries, which are already in short supply. However, this demand will mean that innovative transport projects such as flying taxis and the hyperloop concept will be right at the back of a ‘lithium battery queue’ and will, therefore, not see the light of day by […]

Strategic Intelligence

Mobile gaming to represent over 50% of revenues in what will be a $470 billion gaming industry by 2030, says GlobalData

Mobile gaming is where the money is, according to GlobalData, which notes that these games will represent over half of gaming industry revenues in 2030. The leading data and analytics company presents a striking chart from its Video Games Research report showing the continued dominance of mobile gaming—which includes games played on both smartphones and […]

Strategic Intelligence

Lazada eyes a slice in $1.5 billion Malaysia BNPL market, says GlobalData

Following the news that Singapore-based e-commerce company Lazada Group plans to introduce Buy Now Pay Later (BNPL) service in Malaysia; Pinky Hiranandani, Principal Analyst in the Thematic Intelligence team at GlobalData, a leading data and analytics company, offers her view: “Alibaba-owned Lazada is said to be soon joining the BNPL trend in Malaysia, according to […]

Strategic Intelligence

Commercial sales will propel drones industry to $90 billion in 2030, forecasts GlobalData

The global unmanned aerial vehicles (UAVs) or drones market is expected to grow significantly over the next 10 years, with revenues reaching $90 billion in 2030, forecasts GlobalData, a leading data and analytics company. GlobalData’s latest report, Drones (2022) – Thematic Intelligence, reveals that the global drones market will expand at a compound annual growth […]

Strategic Intelligence

The era of the easy, frictionless supply chain is over, and worker shortages are making this even more apparent, says GlobalData

Supply chain disruption has become the new normal and unless businesses reconfigure, growing geopolitical tensions, ESG* demands from consumers, inflation, energy prices, port congestions, and the pandemic will continue to exacerbate the problem, found GlobalData. The leading data and analytics company notes that businesses and nations must reinvigorate their local supply chains via reshoring – […]

Strategic Intelligence

Global AI chip revenue is set to reach $130 billion by 2030 driven by increased AI use cases however China trade sanctions could hinder progress, says GlobalData

Artificial intelligence (AI) has been a dream of humanity for centuries. Yet it has not been until recent progress in machine learning that it has been possible for AI to solve real-life problems. GlobalData predicts that this rapid technological progress and capability will drive global artificial intelligence (AI) chips revenue from $12 billion in 2021 to […]

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